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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
226
Gateway Wealth Partners
Wisconsin
$12.1M -$10M -167,567 -46%
NECFA
227
New England Capital Financial Advisors
Connecticut
$11.9M -$367K -6,132 -3%
FGC
228
Financial Gravity Companies
Texas
$11.8M +$11.6M +194,516 New
P
229
&Partners
Tennessee
$11.8M +$1.17M +19,552 +11%
FFA
230
Farther Finance Advisors
California
$11.6M +$499K +8,341 +5%
MFS
231
Madrid Financial Services
California
$11.6M +$671K +11,206 +6%
NWA
232
Northwest Wealth Advisors
Washington
$11.4M +$109K +1,825 +1%
PC
233
Pecaut & Co
Iowa
$11.3M +$476K +7,958 +4%
WA
234
Walsh & Associates
Florida
$11.2M +$56.1K +938 +0.5%
LOWM
235
Laurel Oak Wealth Management
New Jersey
$11.1M -$1.04M -17,448 -9%
MFG
236
Merit Financial Group
Georgia
$10.9M -$1.2M -19,978 -10%
FF
237
Foronjy Financial
California
$10.8M -$686K -11,454 -6%
MWPCG
238
Measured Wealth Private Client Group
New Hampshire
$10.6M -$14.4M -240,089 -58%
CAM
239
Cresset Asset Management
Illinois
$10.5M -$419K -7,003 -4%
B
240
Bensler
Washington
$10.5M +$717K +11,972 +7%
OHIS
241
Oak Harvest Investment Services
Texas
$10.4M -$407K -6,808 -4%
AWM
242
Axxcess Wealth Management
California
$10.3M +$10.2M +169,765 New
CFD
243
Creative Financial Designs
Indiana
$10.2M +$282K +4,714 +3%
CAM
244
Cobblestone Asset Management
Virginia
$10.2M -$2.88M -48,101 -22%
FMP
245
Financial Management Professionals
Texas
$10.1M +$156K +2,608 +2%
LA
246
Lynch & Associates
Indiana
$10.1M +$294K +4,906 +3%
M&T Bank
247
M&T Bank
New York
$10.1M -$127K -2,126 -1%
AI
248
Auour Investments
Massachusetts
$10M -$79.7K -1,332 -0.8%
UFA
249
Uptown Financial Advisors
Texas
$9.99M +$146K +2,435 +2%
FNWM
250
Financial Network Wealth Management
Utah
$9.89M -$216K -3,615 -2%